-
“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
-
"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
-
“Follow up very responsive and creative with solutions. Client focused.”
-
"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”
-
“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have …
-
“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
-
“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
-
“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s …
-
“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
-
"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
-
“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”
-
“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
-
“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
-
“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
-
“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …